Managed Risk - Custom Reporting Module Design Concepts Challenge

Welcome to Managed Risk - Custom Reporting Module Design Concepts Challenge!

In this challenge, we are looking for you to design the new custom reporting module that will be added to an existing application.  The existing managed risk application includes pre-built reports, however, if the data a user wants is not contained in a specific report, then customized report creation is needed to create the report or graph. This new reporting module will allow users to create their own reports, charts, and graphs to meet their reporting needs.

We have provided you with wireframes and we need you to create visual designs for the new custom reporting module.

Note: Do not only give us a colored version of wireframes as they are just meant to show you what we are looking for and explain the idea.  You are highly encouraged to provide your own ideas and solutions to this reporting modules beyond the provided wireframes.

Round 1

Submit your design for a Checkpoint feedback:
1. Reporting Dashboard (main screen).
2. Generate Custom Report.
3. Custom Report.
- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)

Round 2

Final submit plus any Checkpoint feedback:
1. Reporting Module Dashboard (main screen).
2. Generate Custom Report.
3. Custom Report.
4. Custom Report Detail.
- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)

Challenge Details:
The goal for this challenge is to create visual designs for a new, user controlled reporting module that offers access to the underlying data by allowing users to create their own reports, charts, and graphs to meet their reporting needs. The reporting module will need to include the functionality described below.

We are looking for the [topcoder] design Community to help us with planning our new financial reporting application!

Project Background:
The client for this project has an existing risk management solution that provides companies in the industrial commodities sector with a structured approach for addressing two fundamental issues associated with hedge programs and their interdependence: understanding the risk to financial goals that volatile commodities cause, and adopting a lucid hedge structure to protect the goals. The solution also incorporates regulatory and compliance requirements, as well as the complexities and nuances of financial reporting for the energy industry.  

The client currently has a web-based risk management system which provides users and clients with access to a hosted deal capture, valuation, risk quantification, and risk reporting solution.  This existing web application primarily leverages static dashboards and customized, but pre-defined reports.  The system produces a robust data set on a daily basis from valuations to probabilistic distributions of costs, earnings, gross margins, to position and fixed prices across the portfolio and book structure and different time horizons.  However, users currently don’t have access to this full set of data - if it’s not contained in a specific report, then customized development is needed to create the report or graph.

The client would like to develop a new, user controlled reporting module where they can provide access to the underlying data and users can create their own reports, charts, and graphs to meet their reporting needs.  User’s would be able to create simple graphs and reports based on the data that gets generated daily.

Key features of the Reporting Module (i.e. what types of functionality you need to include):
- Ability to generate customized reports to access the underlying data.
- Users should be able to select what type of data to include in their report. In other words, the reporting module should include the ability for clients to query data based on their needs.
- Users should be able to export the reports they generate (and select the format to export in).
- Users should be able to save the reports they create.

Supporting Documents:
- Existing application screenshots (Managed Risk Existing Screenshots.pdf).
- Sample data from the client, along with a list of example reports the client would like this new tool to generate (Managed Risk Sample Data v2.xlsx).
- Wireframe (wireframe.zip).

Branding Guidelines:
- You can use existing application screenshots as branding guideline for your work.

Screen Size:
- Desktop: 1280px width and height as required.

Design Requirements:
- The designs will be added to the existing application under a “Reporting” tab.
- All screens / functionality described in this challenge spec must be included in your submission.  
- You must also identify any gaps and fill them in to show how the new application will work.
- The reporting module must be very easy to use and intuitive. Keep that in mind when you create your solution for the layout and flow information.

Required Screens:
1. Dashboard
Please refer to dashboard.html
- User will be able to view reports tab.
- User will be able to generate new custom reports by clicking on “Generate New Custom Report” button, this will redirect user to Generate Custom Report screen.
- User can search report by name.
- Custom reports table will have:
-- Title.
-- Creation Date.
-- Last Updated.
-- Action (Please refer to wireframe notes).
- Clicking on Custom Reports will take you to Custom Reports Page.
- 9 Visual charts will be presented under custom reports.
- Prices tab will have a table with following fields:
-- Price Index Name.
-- Price.
-- Delivery Date.
- Please capture pagination for all 2 tables in dashboard page.
- Please capture settings icon and corresponding actions.

2. Generate Custom Report:
Please refer to generate_custom_report.html
- Base Data will contain two tables found under Prices and Trade Tabs.
- Please capture pagination.
- User will be able to generate custom reports and he needs to fill following data:
-- Name.
-- Data Source.
-- Select Felids.
-- Calculated Fields.
-- Filter.
-- Visualization.
- User will be able to see a preview of report.
- User can schedule when a report can be generated.

3. Custom Report:
Please refer to view_custom_reports.html
- User will be able to generate new custom reports by clicking on “Generate New Custom Report” button, this will redirect user to Generate Custom Report screen.
- User can search report by name.
- Custom reports table will have:
-- Title.
-- Creation Date.
-- Last Updated.
-- Action (Please refer to wireframe notes).
- Please capture pagination.

4. Custom Report Detail:
Please refer to custom_report_detail.html
- User will have the ability to:
-- Email report.
-- Print Report.
-- Export Report.
-- Add/Remove Report from Dashboard.
-- Edit Report.
-- Save Report.
- User can filter the report by following criteria:
-- Price Index Name.
-- Price.
-- Delivery Date.
-- Group By.
- Show table under filter with following fields:
-- Price Index Name.
-- Price.
-- Delivery date.
- Please show pagination.
- Show market price chart.
- User will have the ability to customize a chart by selecting:
-- Graph Type.
-- Data.
-- Colors.
-- Notations.

Target Users:
- Users of existing system.

Judging Criteria:
- User Experience of the reporting module.
- How well you plan the user experience and capture your ideas visually.
- How well your wireframe captures all the reporting requirements.
- Any suggestions, interactions and user flows you recommend (provide any notes or comments for the client).
- Cleanliness of your graphics and design.
- Creativity and ease-of-use is key to the success as it must be engaging to users.

Submission & Source Files:
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.

Submission File
Submit JPG/PNG for your submission files.

Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as layered PSD file, or Adobe Illustrator as a layered AI file.

Final Fixes
As part of the final fixes phase you may be asked to modify your graphics (sizes or colors) or modify overall colors. We will you to update your design or graphics based on checkpoint feedback.